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Altria Group

1,570 hedge funds and large institutions have $47.9B invested in Altria Group in 2019 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 540 increasing their positions, 773 reducing their positions, and 177 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.78% less ownership

Funds ownership: 63.43%62.65% (-0.78%)

6% less funds holding

Funds holding: 1,6741,570 (-104)

17% less capital invested

Capital invested by funds: $57.6B → $47.9B (-$9.71B)

23% less funds holding in top 10

Funds holding in top 10: 2217 (-5)

23% less call options, than puts

Call options by funds: $564M | Put options by funds: $731M

30% less repeat investments, than reductions

Existing positions increased: 540 | Existing positions reduced: 773

53% less first-time investments, than exits

New positions opened: 84 | Existing positions closed: 177

Holders
1,570
Holders Change
-104
Holders Change %
-6.21%
% of All Funds
34.42%
Holding in Top 10
17
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-22.73%
% of All Funds
0.37%
New
84
Increased
540
Reduced
773
Closed
177
Calls
$564M
Puts
$731M
Net Calls
-$168M
Net Calls Change
+$71.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Sumitomo Mitsui Trust Group
26
Sumitomo Mitsui Trust Group
Japan
$300M +$12.9M +281,053 +4%
Deutsche Bank
27
Deutsche Bank
Germany
$287M +$12.1M +264,111 +4%
Swiss National Bank
28
Swiss National Bank
Switzerland
$285M -$2.4M -52,244 -0.7%
Dimensional Fund Advisors
29
Dimensional Fund Advisors
Texas
$282M +$23M +500,490 +8%
UBS Group
30
UBS Group
Switzerland
$277M -$3.77M -82,058 -1%
UBS AM
31
UBS AM
Illinois
$257M +$9.07M +197,250 +3%
Renaissance Technologies
32
Renaissance Technologies
New York
$257M +$255M +5,545,900 +757%
T. Rowe Price Associates
33
T. Rowe Price Associates
Maryland
$255M -$20.1M -436,340 -7%
AIG
34
American International Group
New York
$254M -$9.64M -209,639 -3%
Prudential Financial
35
Prudential Financial
New Jersey
$247M +$76.7M +1,667,231 +38%
AllianceBernstein
36
AllianceBernstein
Tennessee
$242M -$20.5M -446,011 -7%
Federated Hermes
37
Federated Hermes
Pennsylvania
$232M -$109M -2,377,719 -30%
Barclays
38
Barclays
United Kingdom
$231M +$13M +282,595 +5%
AQR Capital Management
39
AQR Capital Management
Connecticut
$207M +$17.2M +374,262 +8%
CSIA
40
Charles Schwab Investment Advisory
California
$205M +$10.8M +234,388 +5%
IFP
41
Independent Franchise Partners
United Kingdom
$197M -$11.2M -243,563 -5%
Fidelity International
42
Fidelity International
Bermuda
$179M +$201M +4,378,500 +3,368,077%
PPA
43
Parametric Portfolio Associates
Washington
$178M -$29.7M -645,044 -13%
New York State Common Retirement Fund
44
New York State Common Retirement Fund
New York
$176M -$7.43M -161,600 -4%
Two Sigma Investments
45
Two Sigma Investments
New York
$175M +$92.4M +2,008,511 +88%
Two Sigma Advisers
46
Two Sigma Advisers
New York
$166M +$170M +3,688,000 +1,028%
Canada Pension Plan Investment Board
47
Canada Pension Plan Investment Board
Ontario, Canada
$161M +$30.8M +670,658 +21%
LCOV
48
London Company of Virginia
Virginia
$159M -$8.07M -175,347 -4%
EIP
49
Epoch Investment Partners
New York
$159M -$5.6M -121,815 -3%
Bank of Montreal
50
Bank of Montreal
Ontario, Canada
$158M +$21.3M +463,173 +14%

MO Hedge Fund Activity: Q3 2019 in Review

1,570 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Altria Group (MO) for Q3 2019, worth a combined $47.9B — down 17% from $57.6B a quarter earlier.

Sellers outnumbered buyers: 177 funds closed out of MO and 84 opened new positions — a net loss of 93 holders — while 773 trimmed existing stakes and 540 added.

The largest buyer was BlackRock, adding an estimated $270M. The largest seller was Capital Research Global Investors, cutting an estimated $961M.

  • 1,570 institutional investors held Altria Group (MO) as of Q3 2019, down from 1,674 in Q2 2019.
  • Funds reported $47.9B of Altria Group stock for Q3 2019, down 17% quarter-over-quarter.
  • 84 funds opened new Altria Group positions in Q3 2019 and 177 closed out, a net change of -93 holders.
  • The largest Altria Group buyer in Q3 2019 was BlackRock, an estimated $270M added.
  • The largest Altria Group seller in Q3 2019 was Capital Research Global Investors, an estimated $961M sold.

Based on aggregated 13F filings for Q3 2019.